Security Levels

SECURITY  Administrator

NAVIGATION  Setup > Security Levels

About security levels

Security levels specify and limit the access users have when logged in to the Datto RMM web interface, the Agent Browser, or a Web Remote session or chat. Users can have more than one security level and change them as needed. Security levels can be added, edited, copied, and deleted. Users can switch security levels in the web interface and the Agent Browser.

IMPORTANT  You must have the Administrator security level to be able to add, edit, copy, or delete a security level. For more information, refer to Users.

Administrator security level

By default, the Administrator security level is assigned to the user who registers a Datto RMM account, and it is the only security level available to assign to new users until other security levels are created. The Administrator security level cannot be modified or edited in any way. Users who have this security level assigned have full and unlimited access to all Datto RMM functionality and can see and connect to all devices in the Datto RMM account.

Creating a security level

On the Security Levels page, click Create Security Level and specify the security level details.

Enter a name for the security level.

Enter a description for the security level.

This section controls which devices the security level has access to. To include or exclude sites or groups, follow these steps:

  1. Configure any of the following sections:
    • Enable Sites and then click Add Site.
    • Enable Site Device Groups and then click Add Site Device Group.
    • Enable Device Groups and then click Add Device Group.
    • Enable Site Groups and then click Add Site Group.

IMPORTANT  You can create a security level that grants remote takeover access in the New UI to devices within selected device groups without giving access to the devices' sites as well. Refer to Device Groups security level.

  1. From within the pane that opens, click Add for each site or group you wish to include in this security level or click Add all to include all sites or groups. You can use the search bar to search for a site or group, or you can simply scroll down in the list. Click Remove for each site or group you wish to exclude from this security level. When you are finished, click X to close the pane.
  2. You can also remove sites or groups in bulk or individually on the Create Security Level page by clicking the Remove all button or the delete icon , respectively.

The table density is set to condensed theme by default. To change it to relaxed theme, click the density toggle icon. The selection will persist across all pages.

The number of results displayed can be specified by selecting the desired number from the pagination control. This selection will persist the next time the page is accessed.

This section controls access to various areas of Datto RMM. Turn on the toggle for any of the sections and set the permission for each area to None, View, or Manage. You can configure the same permission for each area within a section with one click in the top row of the table. When creating a new security level, permissions are set to View for all areas by default.

IMPORTANT  Users will be unable to log in if None permission is selected for all areas in their security level's Permissions section.

  None View Manage
Dashboard Ensure that users have at least View permission for Global > Dashboard to prevent an Access denied error message when they log in to their account.
Audit The Global > Patches menu is not displayed.
The Global > Software and Global > Hardware menus are not displayed. 		The Global > Patches menu is displayed. Refer to Global and site-level patches summary lists.
The Global > Software and Global > Hardware menus are displayed. Refer to Software and Hardware. 		Same as for View permission.
Manage The Global > Software Management menu is not displayed. The Global > Software Management menu is displayed, but users cannot approve software updates unless they have Manage permission for Global > Policies.
 Same as for View permission.
Monitor The Global > Alerts menu is not displayed.
 The Global > Alerts menu is displayed. Users that also have at least View permission for Sites > Sites and Sites > Devices can view and resolve a list of alerts and individual alerts for the sites they have access to.
Users can run jobs from the Single Alert View page if they have Manage permission for Jobs > Active Jobs as well.
 Same as for View permission.
Support N/A N/A Users can create a ticket in Autotask if they also have at least View permission for Sites > Sites and Sites > Devices. Refer to Creating a ticket.
Policies The Global > Policies menu and the Policies menu are not displayed, and users cannot see the details of global policies, unless they have at least View permission for Sites > Sites as well as Sites > Policies. (Site and device visibility restrictions are respected.) Users cannot create new global policies or edit, delete, or copy existing ones.
In the Policies card on the Device Summary page, users cannot click the name of a global policy.		 The Global > Policies menu and the Policies menu are displayed, but users cannot see the details of global policies unless they have at least View permission for Sites > Sites as well as Sites > Policies. (Site and device visibility restrictions are respected.) Users cannot create new global policies or edit, delete, or copy existing ones.
In the Policies card on the Device Summary page, users can click the name of a global policy if they also have at least View permission for Sites > Policies.
Users can view Managed software on the Device Summary page. Refer to Software.		 Same as for View permission, but users can also create, edit, delete, or copy global policies as well as export Monitoring policies.
Users can enable or disable policies from the Policies card on the Device Summary page if they also have at least View permission for Sites > Policies.
The Best Practices button is displayed on the Policies page and Sites > Policies page if users have Manage permission for ComStore > ComStore.
The Import button is displayed on the Policies page and Sites > Policies page.
Users can approve global Managed software updates. Refer to Software Management.
Policies The Global > Policies menu and the Policies menu are not displayed, and users cannot see the details of global policies, unless they have at least View permission for Sites > Sites as well as Sites > Policies. (Site and device visibility restrictions are respected.) Users cannot create new global policies or edit, delete, or copy existing ones.
In the Policies card on the Device Summary page, users cannot click the name of a global policy.		 The Global > Policies menu and the Policies menu are displayed, but users cannot see the details of global policies unless they have at least View permission for Sites > Sites as well as Sites > Policies. (Site and device visibility restrictions are respected.) Users cannot create new global policies or edit, delete, or copy existing ones.
In the Policies card on the Device Summary page, users can click the name of a global policy if they also have at least View permission for Sites > Policies.
Users can view Managed software on the Device Summary page. Refer to Software.		 Same as for View permission, but users can also create, edit, delete, or copy global policies as well as export Monitoring policies.
Users can enable or disable policies from the Policies card on the Device Summary page if they also have at least View permission for Sites > Policies.
The Best Practices button is displayed on the Policies page and Sites > Policies page if users have Manage permission for ComStore > ComStore.
The Import button is displayed on the Policies page and Sites > Policies page.
Users can approve global Managed software updates. Refer to Software Management.
Filters Users cannot access or create Custom Device Filters; however, they can access Default Device Filters. Users can access Custom Device Filters created by anyone that has shared those filters with the users' assigned security level; however, users cannot create Custom Device Filters.
Users can access Default Device Filters.		 Same as for View permission but users can also create, edit, and delete their own Custom Device Filters and those that have been shared with their assigned security level.
Groups Users cannot view or create groups at the account/global level. Users can view groups created at the account/global level by any user that has shared the group with their assigned security level.
 Users can view, edit, and delete groups created at the account/global level.
  None View Manage
Sites The Sites menu is displayed but users cannot access the list of sites. Users can view the list of all sites they have access to, but they cannot create, edit, or delete sites although they may have group and filter access.
Users can add a new device to the sites they have access to.
Users can create a ticket in Autotask if they also have at least View permission for Sites > Devices and Manage permission for Sites > Support or Global > Support. Refer to Creating a ticket.
Users can access Network Discovery. Refer to Network Discovery.
 Same as for View permission but users can also delete sites. Users can create sites and access site settings if they also have Manage permission for Sites > Settings.
Summary Legacy UI:
Users cannot view a site's Summary page; however, the rest of the tools/actions (for example, Audit, Manage, etc.) can be accessed. Refer to Site lists - Legacy UI.		 Legacy UI:
Users can view a site's Summary page.
Although the Notes section appears, no notes can be logged.
Users can only see the Patch Status pie chart if they also have at least View permission for Sites > Manage.		 Legacy UI:
Same as for View permission but users can also save notes.
Devices The Devices menu is not displayed.
Users with at least View permission for Sites > Sites can see the Devices menu and they can add a new device to any site they have access to; however, they cannot access any device.		 The Devices menu is displayed, but users can only view devices if they also have at least View permission for Sites > Sites.
Users can see device information but they cannot edit it or delete a device.
Users can perform the Copy Device Information to Clipboard action.
The users' ability to perform other device actions depends on their security level permissions for other areas of the web interface. Refer to the Security and navigation section in Device Summary and Devices.
Users can create a ticket in Autotask if they also have at least View permission for Sites > Sites and Manage permission for Sites > Support or Global > Support. Refer to Creating a ticket.
Users can also approve software updates. Refer to Software.
Users can also view and search for device-related activity in the Activity Log. Refer to Activity Log.
Same as for View permission but users can also edit device information and perform actions on a device if they also have at least View permission for Sites > Sites. Users can delete a device from any site they have access to if they also have at least View permission for Sites > Sites and Manage permission for Sites > Deleted Devices.
Users can change a device's device type if they also have Manage permission to Sites > Audit.
The users' ability to perform device actions may depend on their security level permissions for other areas of the web interface. Refer to the Security and navigation section in Device Summary and Devices.
Audit The Request Audit action button is not displayed on the Device Summary page and displayed but unavailable on device list pages.
The Sites > Patches menu is not displayed.
The Sites > Software and Sites > Hardware menus are not displayed.		 The Request Audit action button is not displayed on the Device Summary page and displayed but unavailable on device list pages.
The Sites > Patches menu is displayed if users have at least View permission for Sites > Sites. Refer to Global and site-level patches summary lists.
The Sites > Software and Sites > Hardware menus are displayed if users have at least View permission for Sites > Sites. Refer to Software and Hardware.		 Users can see the Request Audit action button on the Device Summary page and it is available on device list pages as well if they also have at least View permission for Sites > Sites and Sites > Devices. Users can request full and delta audits.
The Sites > Patches menu is displayed if users have at least View permission for Sites > Sites. Refer to Global and site-level patches summary lists.
The Sites > Software and Sites > Hardware menus are displayed if users have at least View permission for Sites > Sites. Refer to Software and Hardware.
Users can change a device's device type if they also have Manage permission to Sites > Devices.
Manage

The Sites > Software Management menu is not displayed.

The Sites > Software Management menu is displayed, but they cannot approve software updates unless they have Manage permission for Global > Policies.

Same as for View permission.
Monitor The Alerts menu is not displayed at the site level.
At the device level, users can view a list of alerts and monitors if they also have at least View permission for Sites > Sites and Sites > Devices. However, they cannot resolve alerts, create or edit monitors, or perform actions on monitors.
Users can run jobs from the Single Alert View page if they have Manage permission for Jobs > Active Jobs, as well.		 The Alerts menu is displayed at the site level, and users can view and resolve a list of alerts and individual alerts.
At the device level, same as for None permission, but users can resolve alerts.		 Same as for View permission, but users can also create, edit, enable, disable, and delete monitors from the Monitors card on the Device Summary page as long as they also have Manage permission for Sites > Policies.
Users can create and edit webhooks.
Users can create and end maintenance mode windows.
Support

N/A

N/A

 Users can create a ticket in Autotask if they also have at least View permission for Sites > Sites and Sites > Devices. Refer to Creating a ticket.
Filters Users cannot access or create Site Device Filters. Users can access Site Device Filters created by anyone that has shared those filters with the users' assigned security level; however, users cannot create Site Device Filters. Same as for View permission but users can also create, edit, and delete their own Site Device Filters and those that have been shared with their assigned security level.
Groups Users cannot view or create site-level groups. Users can use site-level groups that have already been defined, but they cannot add devices to the group and change group names. Users can view, edit, or delete groups created at the site level.
Policies Policies at the site level are not displayed. On the Device Summary page, the Policies card is not displayed.
Users cannot create new site policies.		 Policies at the site level and the Policies menu are displayed. On the Device Summary page, the Policies card is displayed.
Users can view details of site policies with Global > Policies permission set to None, but they cannot click on global policies. Users can click on and view details of global policies as well if they also have at least View permission for Global > Policies.
Users cannot create new site policies or edit, delete, or copy existing ones.
Users can enable or disable policies from the Policies card on the Device Summary page if they also have Manage permission for Global > Policies.
Users can view Managed software on the Device Summary page. Refer to Software.
 Same as for View permission, but users can also create, edit, delete, or copy site policies as well as export Monitoring policies.
Users can also create, edit, enable, disable, and delete monitors from the Monitors card on the Device Summary page as long as they also have Manage permission for Sites > Monitor.
Users can enable or disable policies from the Policies card on the Device Summary page.
The Best Practices button is displayed on the Policies page and Sites > Policies page if users have Manage permission for ComStore > ComStore.
The Import button is displayed on the Policies page and Sites > Policies page.
Users can approve site-level Managed software updates. Refer to Software Management.
Settings Users cannot view site settings.
The Setup > Credentials menu is displayed; however, users cannot view or create site-level credentials.		 Users can view site settings if they also have Manage permission for Sites > Sites; however, they cannot edit or delete these settings.
On the Setup > Credentials page, users can view site-level credentials for the sites they have access to if they also have at least View permission for Sites > Sites; however, they cannot create, edit, or delete site-level credentials.		 Users can create sites as well as view, edit, and delete site settings if they also have Manage permission for Sites > Sites.
On the Setup > Credentials page, users can view, create, edit, and delete site-level credentials for the sites they have access to if they also have Manage permission for Sites > Sites.
Deleted Devices Users cannot delete devices or access the Deleted Devices page in the New UI even if they have Manage permission for Sites > Devices.

NOTE  The Sites > Manage Deletions option in the legacy UI is only displayed for users with Administrator security level.

 Users cannot delete devices even if they have Manage permission for Sites > Devices.
Users can view the Deleted Devices page in the New UI if they have at least View permission for Sites > Sites.		 Users can delete devices if they have Manage permission for Sites > Devices as well. Users can view the Deleted Devices page in the New UI if they have at least View permission for Sites > Sites.

NOTE  The Sites > Manage Deletions option in the legacy UI is only displayed for users with Administrator security level.
  None View Manage
Components The Component Library is not displayed, and the list of components cannot be accessed. The Component Library is displayed. Users can view components in the list, view individual component details including component scripts, search for components, and view component groups.
Users can create jobs with selected components if they also have Manage permission for Jobs > Active Jobs.		 Same as for View permission but users can also create, edit, update, copy, import, export, and delete components, add components to and remove components from groups, create new component groups, set components as User Tasks, and control the visibility of components in the Agent Browser. The Update needed category is displayed on the Component Library page.
User Tasks Users can see if a component in the Component Library has been set as a User Task. Same as for None permission. Same as for None and View permission but users can also set or unset components as a User Task if they also have Manage permission for Components > Components.
  None View Manage
ComStore The Automation > ComStore menu is not displayed, and the list of components in the ComStore cannot be accessed.
Users cannot add components from the ComStore to jobs.		 The Automation > ComStore menu is displayed. Users can browse the ComStore and search for components, but they cannot add the components on display to the Component Library.
Users cannot add components from the ComStore to jobs.		 Same as for View permission but users can also add components from the ComStore to the Component Library and to jobs.
The Best Practices button is displayed on the Policies page, and users can add and configure ComStore policies if they also have Manage permission for Global > Policies (for global policies) and Sites > Policies (for site policies).
  None View Manage
Active Jobs The Automation > Jobs menu is not displayed, and jobs and quick jobs cannot be accessed, scheduled, or run. The Automation > Jobs menu is displayed. Users can view jobs, but they cannot schedule, run, edit, copy, retire, or delete jobs and quick jobs. Same as for View permission but users can also schedule, run, edit, copy, retire, and delete jobs and quick jobs.
When viewing the results of a job, users can select one or more devices and schedule a job, run a quick job, rerun a job, add or remove the devices to or from a group, create a new device group, and export StdOut (standard output) and StdErr (standard error) messages.
Users can add components from the ComStore to jobs if they also have Manage permission for ComStore > Comstore.
On the Device Summary page and in device lists (where applicable), users can perform the Quick Job, Create a Job, Patch Now, Schedule Reboot, Isolate, and Revert Isolation actions if they also have at least View permission for Sites > Sites and Sites > Devices.
  None View Manage
Active Reports The Analytics > Reports menu is not displayed. The Quick Report action button cannot be accessed on the Device Summary page and on device list pages. The Analytics > Reports menu is displayed. The Quick Report action button cannot be accessed on the Device Summary page and on device list pages.
On the Reports page, users cannot create new reports. Users can access Active Reports and Completed Reports; however, they cannot edit or delete existing reports.		 Same as for View permission but users can also create, edit, and delete reports. The Quick Report action button can also be accessed on the Device Summary page and on device list pages.
  None View Manage
Billing The Setup > Licenses menu is not displayed.
A banner is not displayed if the license limit has been exceeded.		 The Setup > Licenses menu is displayed.
Users can view their Managed device, Ransomware Detection, Datto Endpoint Detection and Response (EDR), and OnDemand license count and usage, but they cannot add licenses.
Users can click Protect Devices in the Datto EDR license card if they also have Manage permission for Global > Policies and/or Sites > Policies.
A banner is not displayed if the Managed device or Ransomware Detection license limit has been exceeded.		 Same as for View permission but users can also add Managed device and Ransomware Detection licenses.
A banner is displayed if the Managed device or Ransomware Detection license limit has been exceeded.
My Info The Setup > My Settings menu is displayed but only the fields in the Preferences section are visible and editable.
Users with a Datto Partner Portal account can click the View in Partner Portal button to open the User Settings page in Datto Partner Portal.		 Same as for None permission but both the Preferences section and the Details section are visible. However, only the fields in the Preferences section are editable.
Users can merge a Datto RMM account and a Datto Partner Portal account.
 Same as for View permission but with the exception of Username and Email address, all fields in the Details section are also editable.

Messages

 The Send Message action button is not displayed on the Device Summary page and displayed but unavailable on device list pages. Same as for None permission. Users can see the Send Message action button on the Device Summary page and it is available on device list pages as well if they also have at least View permission for Sites > Sites and Sites > Devices.

Global Settings

 The Setup > Global Settings menu is not displayed.
The Setup > Credentials menu is displayed, but users cannot view or create global credentials.		 The Setup > Global Settings menu is displayed. Users can view global settings, but they cannot configure the settings.
The Setup > Credentials menu is displayed, and users can view global credentials, but they cannot create, edit, or delete global credentials.		 Same as for View permission but users can also configure all settings on the Global Settings page and view, create, edit, and delete global credentials on the Credentials page.

Integrations

 The Setup > Integrations menu is not displayed. Same as for None permission. The Setup > Integrations menu is displayed. Users can access and configure the integrations.

Turn on this toggle to enable visibility of all Datto SaaS Protection data for the security level you are configuring.

A user with Manage permission for Setup > Integrations must enable the integration for the account from the Integrations page. For instructions, refer to Datto SaaS Protection Integration.

NOTE  Unlike the other options in the Permissions section, the Datto SaaS Protection permissions are not tiered. If this toggle is off, the permissions are equivalent to None (no visibility of Datto SaaS Protection data in Datto RMM). If this toggle is on, the permissions are equivalent to Manage (full visibility of Datto SaaS Protection data in Datto RMM).

A user with Manage permission for both Setup > Integrations and Microsoft 365 > Microsoft 365 must enable the integration for the account from the Integrations page in the New UI. For instructions, refer to Enable the Microsoft 365 Integration.

  None View Manage
Microsoft 365 The Microsoft 365 menu is not displayed. The Microsoft 365 menu and data are displayed, but Microsoft 365 actions on the All Users page and user details pages are not available. The Microsoft 365 menu and data are displayed, and Microsoft 365 actions on the All Users page and user details pages are available.

This section controls access to remote tools available in the web interface and the Agent Browser or in Web Remote sessions and chats. When creating a new security level, all tools listed in the table below are enabled by default. The table specifies which tools are available in the web interface and the Agent Browser and via Web Remote. Disabling any of the tools will inactivate that tool for the user who is a member of the security level.

NOTE  Changes made in this section will only come into effect once the Agent Monitor application on the remote device has been exited and restarted.

Detailed information about how to access the tools can be found in the following topics:

To learn more about each tool and which device types they are available for, click the referenced sections in the table below.

Field Description Web Interface Agent Browser Web Remote
Toggle all Enabled by default for new accounts. Click the toggle button to enable or disable all options listed below.

 

    
Chat For the Agent Browser, refer to Chat. For Web Remote, refer to Initiate a Web Remote chat.

 
Command Shell Refer to Command Shell.

 

  
Custom Connection Refer to Connect (Custom Tunnel).

 

  
Drive Information Refer to Drive Information.

 

  
Event Viewer Refer to Event Viewer.

 

  
File Manager For the Datto RMM Agent, refer to File Management. For Web Remote, refer to File Transfer.
This option must be enabled for users, including users with support access enabled, to download a device's Agent logs. Refer to Download Agent Logs.

IMPORTANT  The File Manager tool requires SYSTEM permissions to any file or folder you wish to take actions against. Refer to How do I enable SYSTEM access to files or folders?.

 
HTTP Refer to Connect (HTTP).

 

  
LAN Deploy Refer to Agent Deployment.

 

  
Notes Refer to Notes.

 

  
PowerShell For the Agent Browser, refer to PowerShell. For Web Remote, refer to Initiate a Web Remote PowerShell session.
Quick Jobs Refer to Quick Jobs.

 

  
RDP Allows you to use RDP and Splashtop. Refer to RDP and Splashtop Remote Screen Share Integration.

IMPORTANT  The RDP tool must be enabled for the Agent Browser device action button to be available. Refer to Action buttons.

 
Registry Editor Refer to Registry Editor.

 

  
Restart/Shutdown Refer to Restart and Shut Down.

 

  
Screen Share Refer to VNC.

 
Screenshot Refer to Screenshot.

 
Services Refer to Windows Services.

 

  
SSH/Telnet Refer to Connect (Telnet/SSH).

 

  
Task Manager Refer to Task Manager.

 

  
Thumbnail Screen Refer to Thumbnail Screen.

 

  
Wake-on-LAN Refer to Wake Up.

 

  
Web Remote Refer to Web Remote.

 

This section allows you to assign the security level to a list of users. To include or exclude users, follow these steps:

  1. Click Add User.
  2. From within the pane that opens, click Add for each user you wish to include in this security level or click Add all to include all users. You can use the search bar to search for a user, or you can simply scroll down in the list. Click Remove for each user you wish to exclude from this security level. When you are finished, click X to close the pane.
  3. You can also remove users in bulk or individually on the Create Security Level page by clicking the Remove all button or the delete icon , respectively.

IMPORTANT  You cannot remove a user from a security level if it is their default security level. When saving your changes, a warning message will appear listing all users that cannot be removed. Click the Add all button to add these users back to the members list.

You can update a user's default security level when editing the user. Refer to Editing a user.

The table density is set to condensed theme by default. To change it to relaxed theme, click the density toggle icon. The selection will persist across all pages.

The number of results displayed can be specified by selecting the desired number from the pagination control. This selection will persist the next time the page is accessed.

When you are finished creating the security level, click Create Security Level. Once the security level has been saved, you will be redirected to the Security Levels page.

If you do not wish to save the security level, click Cancel.

When you create a new security level, we recommend that you assign it to yourself first to see if it restricts or allows everything you want it to. Testing a security level is important to ensure that users with that security level are able to access the tools or information they require to perform their daily tasks. It is also equally important to ensure that they don't have access to anything they shouldn't. To learn how you can change security levels to test them, refer to Switching security levels.

IMPORTANT  If you give third-party users (such as your customers) access to the account, ensure that the security level restrictions meet your internal data security requirements.

You can create a security level that grants remote takeover access to devices within selected device groups without giving access to the devices' sites as well. This configuration may be useful in scenarios where users, technicians, or third-party software providers need to access one or more devices in one or more sites in order to provide remote support.

Configure the security level in the following way:

  • Device visibility: Only enable Device Groups, and add device groups that members of this security level should be able to access.
  • Permissions:
    • If the New UI is set as the default interface for a user, enable Global with View permission for Dashboard. This is to prevent an Access denied error message when they log in to their account. Set None permission for all other areas within Global.
    • Enable Sites with View permission for all areas.
  • Remote control tools: Enable all tools.
  • Membership: Add users that should be members of this security level.

The configuration described above allows members of this security level to access a restricted version of the web interface.

  • Users will be able to see and export a list of devices that are included in the selected device groups.
  • Users will be able to use remote actions and the Agent Browser tools.
  • Users will not be able to access the devices' Device Summary page, jobs, the ComStore, components, filters, policies, and reports.

NOTE  Users will not be able to see alerts associated with devices as that would also require Sites to be enabled under Device Visibility.

Viewing and managing security levels

Navigate to the Security Levels page by following the navigation path described in Security and navigation.

The table displays the following information:

Field Sortable? Description
Name

The name of the security level. To narrow the list, click the filter icon , enter a term, and click Apply. To see the full list, click Reset. Click the name of the security level to edit the security level. Refer to Creating a security level.
Description   The description of the security level.

The table density is set to condensed theme by default. To change it to relaxed theme, click the density toggle icon. The selection will persist across all pages.

The number of results displayed can be specified by selecting the desired number from the pagination control. This selection will persist the next time the page is accessed.

Action buttons

The action buttons are grayed out if no row is selected. The check box allows you to select one row at a time. The table below lists all available action buttons.

Action Button Description
Copy Allows you to copy an already existing security level. You can then modify the security level details of the copy as necessary. The copy will be named Copy of [existing security level's name] by default. Refer to Creating a security level.
Delete

Deletes the selected security level upon confirmation.

  1. In the confirmation dialog box that appears, from the drop-down list, select a replacement security level for the security level you wish to delete.
  2. In the confirmation dialog box that appears, enter the name of the security level you wish to delete.

    3. NOTE  You can find this value in the Name line within the dialog box.

  3. Click Delete to execute the action or Cancel to close out of the dialog box.

IMPORTANT  The following actions are performed when a security level is deleted:
• Any users that are currently a member of the security level you are deleting will be added as members to the replacement security level.
• Any existing jobs or policy targets currently linked to the security level you are deleting will be assigned to the replacement security level.

If new or multiple security levels are required to replace the security level you are deleting, or you need to update an existing security level first to use it as a replacement, click Cancel in the dialog box and make the necessary changes before deleting this security level. Refer to Creating a security level and Editing a security level.

Navigate to the Security Levels page by following the navigation path described in Security and navigation. You can edit a security level in the following ways:

  • To update the details of a security level, click its name in the list. Refer to Creating a security level.
  • To delete a security level, select it from the list and click Delete. Refer to Delete.
  • To copy a security level, select it from the list and click Copy. Refer to Copy.

If a user has more than one security level assigned, they can change their security level in the web interface or in the Agent Browser.

Web interface

Refer to Current Security Level in My Settings.

Agent Browser

  1. On the local device where Datto RMM is installed, right-click the Datto RMM Agent icon in the system tray and click Open.
  2. Log in with your credentials.
  3. Click the first menu option in the upper-left corner of the Agent Browser.
  4. Hover over Security Level and select the required security level from the list.
  1. You will be logged out of the Agent automatically.
  2. Log back in to be able to use the selected security level.

Best Practices (security level templates)

Navigate to the Security Levels page by following the navigation path described in Security and navigation. Click Best Practices and then click Create next to one of the security level templates.

These templates serve as guides with recommended settings for common use cases; however, you can change any of the settings before saving the security level. Refer to Creating a security level.

In this scenario, one of your customers has an internal IT department and will use your RMM to service their devices. The template is configured the following way:

Name: Internal IT (Template)

Description: Template for internal IT team to access their own devices.

Configuration - Device Visibility:

Field Description
Sites Enabled. Add sites that members of this security level should be able to access.
Site Device Groups Disabled.
Device Groups
Site Groups

Configuration - Permissions:

Area Permissions
Global Disabled.
Sites Enabled.
None: Monitor, Support, Filters, Groups, Policies, Settings, Deleted Devices
View: Sites, Summary, Audit, Manage
Manage: Devices
Components Disabled.
ComStore
Jobs
Reports
Setup

Remote control tools: All tools are enabled except LAN Deploy and Notes.

Membership: No users are added. Add users that should be members of this security level.

In this scenario, your technicians have different access privileges based on role. This security level is suitable for screensharing and basic access. The template is configured the following way:

Name: Tier 1 Helpdesk (Template)

Description: Template for your Tier 1 or Helpdesk staff. This security level permits members to remotely control devices with limited other access.

Configuration - Device Visibility:

Field Description
Sites Enabled. All sites are included.
Site Device Groups Disabled.
Device Groups
Site Groups

Configuration - Permissions:

Area Permissions
Global Enabled.
None: Audit, Manage, Monitor, Support, Policies, Filters, Groups
View: Dashboard
Manage: N/A
Sites Enabled.
None: Policies, Settings, Deleted Devices
View: Sites, Summary, Audit, Manage, Monitor, Support, Filters, Groups
Manage: Devices
Components Disabled.
ComStore
Jobs Enabled.
None: N/A
View: N/A
Manage: Active Jobs
Reports Disabled.
Setup

Remote control tools: Chat, Quick Jobs, Screen Share, Screenshot, Task Manager, Thumbnail Screen, and Web Remote are enabled. The rest of the tools are disabled.

Membership: No users are added. Add users that should be members of this security level.

In this scenario, you have non-technical staff who need access to device information only. The template is configured the following way:

Name: Account Manager/Sales/Non-Technical (Template)

Description: Template for sales or non-technical staff. This security level permits members to view device information only with no remote control to devices.

Configuration - Device Visibility:

Field Description
Sites Enabled. All sites are included.
Site Device Groups Disabled.
Device Groups
Site Groups

Configuration - Permissions:

Area Permissions
Global Enabled.
None: Monitor, Support, Policies
View: Dashboard, Audit, Manage, Filters, Groups
Manage: N/A
Sites Enabled.
None: Monitor, Support, Policies, Settings, Deleted Devices
View: Sites, Summary, Devices, Audit, Manage, Filters, Groups
Manage: N/A
Components Disabled.
ComStore
Jobs
Reports Enabled.
None: N/A
View: N/A
Manage: Active Reports
Setup Disabled.

Remote control tools: All tools are disabled.

Membership: No users are added. Add users that should be members of this security level.